Moss Adams Wealth Advisors LLC Purchases in Q1 2025

Moss Adams Wealth Advisors LLC

  • $950 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
XLRE
Select Sector Spdr Tr Real Est

ETFs
1.27M
New
$39.18 - $43.52 $49.6M - $55.1M
1.27M $52.9B
JCPB
J P Morgan Exchange Traded Fd

ETFs
147K
+ 7.85%
$45.56 - $47.23 $6.69M - $6.93M
2.02M $94.9B
SPEM
Spdr Ser Tr Fds Spdr Portfolio

ETFs
158K
+ 98.41%
$37.07 - $40.63 $5.87M - $6.44M
319K $12.6B
VPU
Vanguard Utilities ETF

ETFs
18.7K
+ 1155.43%
$161.24 - $173.33 $3.02M - $3.25M
20.4K $3.48B
SOXX
Ishares Semiconductor ETF

ETFs
13.8K
New
$188.68 - $235.81 $2.61M - $3.26M
13.8K $2.6B
XLU
Utilities Sector Spdr

ETFs
1.39K
+ 0.19%
$74.7 - $80.27 $104K - $112K
723K $57B
BUG
Global X Fds Cybersecurity ETF

ETFs
41.6K
+ 3.06%
$31.56 - $36.78 $1.31M - $1.53M
1.4M $45.3B
RWO
Spdr Dow Jones Global Real Est

ETFs
28.2K
+ 60.39%
$41.41 - $45.24 $1.17M - $1.28M
74.9K $3.27B
XLC
Select Sector Spdr Tr Communic

ETFs
11.5K
+ 2.73%
$94.84 - $105.31 $1.09M - $1.21M
434K $41.8B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
2.14K
+ 35.93%
$507.05 - $563.67 $1.08M - $1.2M
8.08K $4.15B
XOM
Exxon Mobil Corp

Energy
3.17K
+ 9.61%
$105.44 - $118.93 $334K - $377K
36.1K $4.29B
META
Meta Platforms, Inc.

Communication Services
1.41K
+ 17.3%
$576.36 - $736.67 $814K - $1.04M
9.58K $5.52B
TMUS
T Mobile Us, Inc.

Communication Services
2.18K
+ 99.18%
$211.3 - $272.83 $460K - $594K
4.38K $1.17B
VEA
Vanguard Ftse Developed Market

ETFs
10.5K
New
$47.4 - $52.99 $499K - $558K
10.5K $535M
COST
Costco Wholesale Corp

Consumer Defensive
388
+ 9.6%
$890.62 - $1076.86 $346K - $418K
4.43K $4.19B
V
Visa Inc.

Financial Services
1K
+ 27.55%
$306.92 - $362.71 $307K - $363K
4.64K $1.62B
ABBV
Abb Vie Inc.

Healthcare
1.53K
+ 32.53%
$169.2 - $216.66 $259K - $332K
6.24K $1.31B
VV
Vanguard Large Cap ETF

ETFs
1.77K
New
$253.32 - $282.66 $448K - $499K
1.77K $454M
JPM
Jpmorgan Chase & CO

Financial Services
1.63K
+ 19.39%
$225.19 - $279.95 $367K - $456K
10K $2.46B
SJNK
Spdr Bloomberg Short Term High

ETFs
16.2K
New
$25.08 - $25.64 $407K - $416K
16.2K $409M
AOM
Ishares Tr Core Moderate Alloc

ETFs
9.14K
New
$42.93 - $44.71 $393K - $409K
9.14K $401M
ELV
Elevance Health, Inc.

Healthcare
848
New
$365.9 - $436.25 $310K - $370K
848 $369M
LLY
Eli Lilly & CO

Healthcare
276
+ 10.89%
$725.72 - $929.72 $200K - $257K
2.81K $2.32B
JNJ
Johnson & Johnson

Healthcare
830
+ 8.06%
$142.06 - $167.7 $118K - $139K
11.1K $1.84B
BBIO
Bridge Bio Pharma, Inc.

Healthcare
8.63K
+ 113.83%
$28.12 - $37.59 $243K - $324K
16.2K $560M
IBM
International Business Machines Corp

Technology
592
+ 8.7%
$217.4 - $264.74 $129K - $157K
7.4K $1.84B
IVV
Ishares Core S&P 500 ETF

ETFs
705
+ 28.88%
$554.06 - $615.85 $391K - $434K
3.15K $1.77B
MA
Mastercard Inc

Financial Services
385
+ 8.3%
$504.67 - $576.31 $194K - $222K
5.02K $2.75B
IWB
Ishares Tr Russell 1000 ETF

ETFs
1.05K
+ 157.29%
$302.31 - $337.54 $316K - $353K
1.71K $525M
NFLX
Netflix Inc

Communication Services
274
+ 23.38%
$828.4 - $1058.6 $227K - $290K
1.45K $1.35B
CSCO
Cisco Systems, Inc.

Technology
4.09K
+ 36.39%
$58.74 - $64.87 $240K - $265K
15.3K $946M
KLAC
Kla Corp

Technology
401
New
$636.62 - $777.63 $255K - $312K
401 $273M
AOR
Ishares Tr Core Growth Allocat

ETFs
4.66K
+ 41.78%
$56.63 - $59.39 $264K - $277K
15.8K $911M
AMGN
Amgen Inc

Healthcare
390
+ 13.45%
$258.59 - $327.36 $101K - $128K
3.29K $1.02B
INTC
Intel Corp

Technology
11.7K
New
$19.1 - $27.39 $224K - $321K
11.7K $266M
UNH
Unitedhealth Group Inc

Healthcare
363
+ 8.81%
$461.52 - $548.18 $168K - $199K
4.49K $2.35B
KO
Coca Cola CO

Consumer Defensive
1.96K
+ 16.1%
$60.81 - $72.32 $119K - $142K
14.2K $1.02B
KR
Kroger CO

Consumer Defensive
3.86K
New
$58.36 - $67.72 $225K - $261K
3.86K $261M
PM
Philip Morris International Inc.

Consumer Defensive
741
+ 20.62%
$117.15 - $158.79 $86.8K - $118K
4.34K $694M
IWD
Ishares Russell 1000 Val ETF

ETFs
1.25K
+ 33.83%
$182.82 - $196.21 $229K - $246K
4.96K $933M
CRWD
Crowd Strike Holdings, Inc.

Technology
685
New
$308.86 - $455.36 $212K - $312K
685 $242M
HD
Home Depot, Inc.

Consumer Cyclical
1.09K
+ 15.44%
$347.25 - $424.87 $377K - $461K
8.11K $2.97B
PLD
Prologis, Inc.

Real Estate
2.1K
New
$103.59 - $124.04 $218K - $260K
2.1K $235M
DE
Deere & CO

Industrials
497
New
$408.57 - $509.27 $203K - $253K
497 $234M
O
Realty Income Corp

Real Estate
4.01K
New
$51.67 - $58.49 $207K - $235K
4.01K $233M
MO
Altria Group, Inc.

Consumer Defensive
3.78K
New
$50.81 - $60.02 $192K - $227K
3.78K $231M
CVX
Chevron Corp

Energy
571
+ 9.49%
$146.71 - $167.97 $83.8K - $95.9K
6.59K $1.1B
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
11.5K
New
$18.36 - $20.51 $212K - $237K
11.5K $228M
CI
Cigna Corp

Healthcare
693
New
$274.49 - $329.0 $190K - $228K
693 $228M
Activity Summary
Buys All Purchases 166 New Holdings 30 Increased Positions 136 Sells All Sells 34 Reductions 34 Sold out 0 Options Calls 0 Puts 0
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